Corporate Retirement Plans

Dental Consultants

Meet Your Team

Doug has over two decades of experience as a CPA and a finance professional, providing him the unique ability to understand dentists’ needs and help them grow efficient and profitable practices. His insight allows him to effectively communicate business concepts to dental practices while strategically addressing tax, investment, and retirement planning needs.

David has 27 years of experience as a retirement plan consultant and specializes in designing retirement plans for profitable businesses. He is a member of the American Society of Pension Professionals and is designated as a Qualified Pension Administrator and a Qualified 401(k) Administrator.

Carly has over six years of experience advising businesses and individuals on taxation, accounting, and management matters. In addition to tax and managerial consulting, Carly provides detailed financial and forensic analysis for attorneys throughout the Pacific Northwest. She has assisted in numerous high-profile litigation matters. She is also involved in the valuation of closely-held businesses in Oregon and Washington.

Toby helps manage over 250 corporate retirement plans, high-net-worth individual investment portfolios and endowments. Toby has addressed employee groups and professional associations on both regional and national stages, and has been cited in numerous professional publications. He works closely with many of the firm’s dental and medical professionals and other privately held companies.

As Chief Investment Officer, Darin is responsible for developing, and implementing our investment philosophy and leading Wealth Advisors Investment Committee. He works directly with some of our most complex and largest clients and also co-manages the Private Wealth (investments, tax planning, and financial planning) team.

Through her role with Private Wealth, Jaime provides strategic tax planning, personal financial planning and investment advisory services to high-net-worth individuals and business owners. Jaime develops long-term relationships with her clients, which allows her to identify client’s objectives and provide them with personalized tax solutions.

Through her role with Aldrich Wealth, Amy works with high net worth individuals and business owners to provide investment guidance and develop long-term financial plans, with an emphasis on tax efficiency.

As a Senior Wealth Manager and CERTIFIED FINANCIAL PLANNER™ practitioner, Abbey provides financial guidance to high net worth families, business owners and medical practitioners. She works with clients to help them identify and achieve their retirement, investment, insurance and estate goals.